Zacks Research Weighs in on United Parcel Service, Inc.’s Q1 2026 Earnings (NYSE:UPS)

United Parcel Service, Inc. (NYSE:UPS) – Equities researchers at Zacks Research raised their Q1 2026 EPS estimates for shares of United Parcel Service in a note issued to investors on Monday, April 15th. Zacks Research analyst M. Basu now forecasts that the transportation company will earn $3.01 per share for the quarter, up from their prior forecast of $2.24. The consensus estimate for United Parcel Service’s current full-year earnings is $8.20 per share. Zacks Research also issued estimates for United Parcel Service’s FY2026 earnings at $12.68 EPS.

United Parcel Service (NYSE:UPS) last released its earnings results on Tuesday, January 30th. The transportation company reported $2.47 earnings per share for the quarter, topping analysts’ consensus estimates of $2.46 by $0.01. The firm had revenue of $24.92 billion for the quarter, compared to the consensus estimate of $25.40 billion. United Parcel Service had a net margin of 7.37% and a return on equity of 39.46%. The company’s revenue was down 7.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.62 EPS.

Other analysts also recently issued reports about the stock. TD Cowen reduced their target price on shares of United Parcel Service from $147.00 to $140.00 and set a “hold” rating on the stock in a research report on Thursday, March 28th. Deutsche Bank Aktiengesellschaft dropped their price target on shares of United Parcel Service from $183.00 to $179.00 and set a “buy” rating on the stock in a research note on Thursday, March 28th. Stifel Nicolaus dropped their price target on shares of United Parcel Service from $178.00 to $170.00 and set a “buy” rating on the stock in a research note on Thursday, March 28th. Raymond James dropped their price target on shares of United Parcel Service from $185.00 to $175.00 and set a “strong-buy” rating on the stock in a research note on Wednesday, January 31st. Finally, Robert W. Baird upgraded shares of United Parcel Service from a “neutral” rating to an “outperform” rating and upped their price target for the stock from $165.00 to $170.00 in a research note on Friday, February 16th. One research analyst has rated the stock with a sell rating, sixteen have given a hold rating, seven have given a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $165.61.

United Parcel Service Stock Down 0.4 %

NYSE:UPS opened at $142.25 on Wednesday. The firm’s 50-day moving average price is $149.65 and its 200-day moving average price is $151.34. The company has a market capitalization of $121.29 billion, a PE ratio of 18.26, a P/E/G ratio of 1.68 and a beta of 1.05. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.10 and a quick ratio of 1.10. United Parcel Service has a 1-year low of $133.68 and a 1-year high of $197.80.

United Parcel Service Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 8th. Investors of record on Tuesday, February 20th were issued a $1.63 dividend. This represents a $6.52 annualized dividend and a yield of 4.58%. This is a positive change from United Parcel Service’s previous quarterly dividend of $1.62. The ex-dividend date was Friday, February 16th. United Parcel Service’s dividend payout ratio is currently 83.70%.

Insider Buying and Selling

In other news, Director Eva C. Boratto bought 1,400 shares of United Parcel Service stock in a transaction that occurred on Friday, February 2nd. The stock was bought at an average cost of $142.30 per share, with a total value of $199,220.00. Following the acquisition, the director now owns 1,400 shares of the company’s stock, valued at approximately $199,220. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.13% of the stock is currently owned by insiders.

Institutional Investors Weigh In On United Parcel Service

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in United Parcel Service by 0.3% in the 4th quarter. Vanguard Group Inc. now owns 67,218,714 shares of the transportation company’s stock worth $10,568,798,000 after acquiring an additional 178,394 shares in the last quarter. Wellington Management Group LLP grew its holdings in United Parcel Service by 87.6% during the 4th quarter. Wellington Management Group LLP now owns 18,152,900 shares of the transportation company’s stock valued at $2,854,180,000 after buying an additional 8,475,698 shares in the last quarter. Charles Schwab Investment Management Inc. grew its holdings in United Parcel Service by 4.1% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 15,889,570 shares of the transportation company’s stock valued at $2,456,055,000 after buying an additional 628,944 shares in the last quarter. International Assets Investment Management LLC grew its holdings in United Parcel Service by 15,631.2% during the 4th quarter. International Assets Investment Management LLC now owns 14,502,261 shares of the transportation company’s stock valued at $2,280,190,000 after buying an additional 14,410,073 shares in the last quarter. Finally, Franklin Resources Inc. grew its holdings in United Parcel Service by 11.4% during the 4th quarter. Franklin Resources Inc. now owns 9,607,055 shares of the transportation company’s stock valued at $1,510,517,000 after buying an additional 980,317 shares in the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

United Parcel Service Company Profile

United Parcel Service, Inc, a package delivery company, provides transportation and delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of express letters, documents, small packages, and palletized freight through air and ground services in the United States.